Institutional shares held 5.38 Million
0 calls
0 puts
Total value of holdings $408M
$0 calls
$0 puts
# of Institutions 65


Latest Institutional Activity in ISHG

Top Purchases

Q3 2025
Cascade Financial Partners, LLC Shares Held: 48.8K ($3.71M)
Q3 2025
Red Tortoise LLC Shares Held: 29.5K ($2.24M)
Q3 2025
Permanent Capital Management, LP Shares Held: 6.35K ($482K)
Q3 2025
New Capital Management LP Shares Held: 33K ($2.51M)
Q3 2025
West Paces Advisors Inc. Shares Held: 16.8K ($1.27M)

Top Sells

Q3 2025
Cerity Partners LLC Shares Held: 45.7K ($3.47M)
Q3 2025
Mc Lean Asset Management Corp Shares Held: 10.2K ($777K)
Q2 2025
Wells Fargo & Company Shares Held: 8.92K ($677K)
Q2 2025
Checchi Capital Advisers, LLC Shares Held: 193K ($14.6M)
Q2 2025
Jackson Creek Investment Advisors LLC Shares Held: 9.65K ($733K)

About ISHG

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